Philanthropic Excellence

The Roundtable provides resources, tools, and strategic advice to ensure excellence in giving and protect donors’ philanthropic legacy. We support our donors and foundations in all aspects of their giving: from governance and internal operations to crafting a mission and protecting their donor intent.

For new and existing foundations, we offer assistance in developing board structures and bylaws, hiring leadership, navigating governance changes, and more.

Values-Based Giving

We help our donor community identify high-impact investment opportunities and connect them with organizations that share our values. We specialize in vetting potential grantees whose work aligns with the Roundtable’s programmatic focus areas: America’s Founding Principles, Pathways to Opportunity, and Strong Communities.

Our due diligence function analyzes nonprofits on multiple dimensions to determine organizational health. This service is highly customized to meet the investment interests of our advisory partners.

Values-Based Donor Community

We offer opportunities for donors to collaborate and strategize with a community of influential peers who share our values. These opportunities allow donors to learn from each other as well as issue experts, free-market thought leaders and practitioners engaged in the work on the ground.

Additionally, when philanthropists share common interests, our team has the infrastructure and experience to manage and directly invest charitable funds, serving as the grant maker and manager of investments on behalf of philanthropic investors.